What is Executive sign-off?

Executive Sign Off is an optional feature for your account. You may wish to use Executive Sign Off if your business requires a senior manager, business owner or director to sign off on ALL bills before they are sent to your accountancy software.

If you choose to enable Executive Sign Off you are adding another level of user (with Executive Sign Off privileges) to sign off on the bills before exporting. So if you choose to enable Executive Sign Off (see bottom of this thread) the only people that will be able to approve a bill are persons that have been given Executive Sign Off privileges.

Turning on Executive Sign Off

To turn on Executive Sign Off, in invitbox go to Admin > Company Settings > edit

Below you will then be asked how many executive sign-offs are required to approve all bills. The below screen grab has chosen 2 Executives to sign off however you can choose up to 3.

Remember, if you choose 2 you must then give at least 2 user Executive Sign Off privileges.

Giving a User Executive Sign Off privileges

To set executive status for a user, go to Admin > Users > select user > Edit, and check the box (as seen below).

Executive Sign Off of bills in the Approved tab

In the scenario below this bill is awaiting two sign off's before being able to be approved. The green avatar shows that one of the Executive Sign Off users has signed off on it . When a second user with Executive Sign Off privilege signs off, the second grey avatar will also turn green.

If you choose to 3 Executive Sign Off's there will be 3 avatars displayed. If you choose 1 Executive Sign Off you will not see an avatar, and only the person with Executive sign access will be able to sign it off.

Hovering over the green icon shows which user is related to that particular sign off.

It should be noted that if you have previously signed off on a bill, you cannot be the second sign off on the bill.